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- Tasks: Support trainee Financial Planners and monitor ongoing competence of existing planners.
- Company: Rapidly expanding wealth management and employee benefits organisation.
- Benefits: Competitive salary, flexible remote work, and travel opportunities.
- Other info: Collaborative environment with opportunities for professional growth.
- Why this job: Make a real difference in the careers of aspiring Financial Planners.
- Qualifications: Experience in training/coaching within Financial Services and Level 4 Diploma.
The predicted salary is between 36000 - 60000 £ per year.
We are pleased to be working with a national and rapidly expanding wealth management and employee benefits organisation.
Owing to this growth our client are seeking a Training & Competency Manager to help support trainee Financial Planners achieve CAS status as well as monitoring the ongoing competence of existing financial planners across the East of England
Responsibilities:
- You will supervise and support Financial Planners / IFA’s of varying experience, based in multiple locations.
- Candidates will be responsible for carrying out observations and Competency Assessments as required, whilst undertaking role plays and provide feedback to Financial Planners to aid improvement.
- You will assist in the development and delivery of training material.
Experience:
- Candidates need demonstrable experience within a training / coaching / T&C role within a Financial Services, Wealth Management or a private client organisation.
- You will be qualified to Level 4 Diploma, and ideally hold advanced qualifications
- Strong stakeholder management experience – particularly a collaborative, partnering approach
- Experience of training and developing financial advisers within a regulated environment.
Whilst this is a remote role, candidates need to be based in the East of England or East Midlands, or be prepared to travel to these regions as required.
In return our client is looking to offer a competitive basic salary and package. The role also offers full flexibility in terms of remote working, although regular travel will be required.
Training & Competence Manager employer: Switch Recruitment Services Ltd
Contact Detail:
Switch Recruitment Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training & Competence Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Training & Competence Manager role. You never know who might have the inside scoop on an opportunity.
✨Tip Number 2
Prepare for those interviews by brushing up on your coaching techniques and stakeholder management skills. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your experience! When you get the chance to chat with potential employers, highlight your past successes in training and developing financial advisers. Use specific examples to demonstrate how you've made a difference in previous roles.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals like you to join our team and help shape the future of financial planning.
We think you need these skills to ace Training & Competence Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Training & Competence Manager role. Highlight your experience in training and coaching within financial services, and don’t forget to mention any relevant qualifications you hold!
Showcase Your Skills: In your cover letter, showcase your stakeholder management skills and your collaborative approach. We want to see how you can support our Financial Planners and help them achieve their goals.
Be Specific About Experience: When detailing your experience, be specific about your previous roles in training and development. Mention any observations or assessments you've conducted, as this will show us you know your stuff!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Switch Recruitment Services Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and wealth management. Understand the key competencies required for Financial Planners and be ready to discuss how your experience aligns with these. This will show that you're not just familiar with the role, but genuinely passionate about it.
✨Showcase Your Training Skills
Prepare examples of how you've successfully trained or coached others in the past. Think about specific situations where your feedback led to improvement. This will demonstrate your ability to support and develop Financial Planners effectively.
✨Engage with Stakeholders
Since stakeholder management is crucial, be ready to talk about your collaborative approach. Share instances where you've partnered with different teams or individuals to achieve a common goal. This will highlight your interpersonal skills and ability to work in a team.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's training culture and how they measure ongoing competence. This shows your interest in the role and helps you gauge if the company’s values align with yours. Plus, it gives you a chance to engage in a meaningful conversation during the interview.